New names & inbounds — first calls / evaluations · kept until you act (per your note)
29
QBitXforce — moat doc sent Jul 24
Lalit Ahluwalia · with Ben
Jul 24
New
Redactable / PlusUltra — data room link
Pablo · PlusUltra / via Ben
Jul 23
Advancing
Neon Cyber — Seed open (met at RSA)
Cody · neoncyber.com
Jul 23
Carried
IvyCap / Bharat Innovates — confirm call
Sneha Gupta · ivycapventures.com
Jul 27
Carried
Nishit (NY Life) — call moved to Jul 29
Nishit Sadhwani · via CDOIQ
Jul 29
Carried
Capsule Security — Black Hat follow-up
Naor Paz · w/ Holzman
Jul 22
Advancing
SafeHill — inbound via Chingona
Fernando · via Daniel
Jul 16
Carried
Spotlight — deck + traction follow-up
Katie / Alex · via Anton
Jul 24
Advancing
Gryphon — Series A call Mon Jul 27
John Wu · via Ben Nye
Jul 27
Locked
Karambit.AI — book early next week
Andrew Hendela
Jul 27
Advancing
Seaionl / CertPing — follow-up Jul 30
Chenna · seaionl.com
Jul 30
Advancing
DrDroid — reconnected, overview in
Siddarth Jain · YC W23
Jul 20
Carried
Flecks.ai — office visit ran, thank-you in
Flecks · Brian / via Bear
Jul 23
Advancing
Semperis — Marty, Clarity CEO candidate
Marty Momdjian · via Holzman
Jul 16
Carried
Verapath — data room open, round live
Joe McMann · with Bear
Jul 22
Carried
Arthrix — first call done
Oleg Lerner · via Bear
Jul 16
Carried
Vigilent — first call done
Rohit Unnikrishnan · vigilent.ai
Jul 16
Carried
Pandorian — deep dive ran Jul 23
Daniel Avital
Jul 23
Done
Zero Quarry — first call ran Jul 21
Shane Connelly · with Will
Jul 21
Carried
Rein — re-engaged on agent security
Matan Efrat · reinsec.io
Jul 17
Carried
NuDay AI — follow-up sent
Bill / Alex · with Bear
Jul 15
Carried
Mission Decisions — intro call ran Jul 21
Colin Hillier · via Bear/Plutus
Jul 21
Carried
QuantumGenie — call done
QuantumGenie · via Bear
Jul 15
Carried
Supertide — call done
Damian · via Bear
Jul 15
Carried
Control+ — leaning pass
Greg / Mehdi · via Anton / Dave
Jul 10
Carried
Rubicon / Bitfab — warm intros (JPM)
via Vickrum / Kevin (JPM)
Jul 14
Carried
DeFake — first call ran (done)
Kimber Labs · via Julia
Jul 14
Carried
Clearwood — pre-read, schedule
Matt · via Josh / Ian
Jul 8
Carried
Screened / parked — see detail
Misc inbounds · no action
—
Parked
Events
Outside the office & worth attending — this week + upcoming (Boston-focused)
6
CDOIQ Symposium — panel ran Jul 22
Jul 22 · Hyatt Regency Cambridge
Jul 22
Spoke
AI Cyber Alliance — Jul 29 (VG-hosted)
Jul 29 · Boston · via Will
Jul 29
This week
South x Southie — Jul 29, South Boston
Jul 29 · via Zach tracker
Jul 29
Conflicts w/ AI Cyber
Black Hat USA — Las Vegas (booked)
Aug 3-6 · Las Vegas
Aug 3
Going
Startup Boston Week — speaking Sep 18
Sep 18 · Boston (panelist)
Sep 18
Speaking
Agentic AI Summit — Boston Seaport
Oct 29 · via Zach tracker
Oct 29
Upcoming
Waiting on
1
Vinit — identity security / Clarity view
Reference · Vinit Khandelwal
23d
Personal
0
Patterns this session
0
Feedback from row 2026-07-24 was a long freeform 20-line list — every line routed as a session-only manual item across Q1/Q2/Q3/Events; no standing-rule changes to triage_rules.md this run (all one-off notes, not corrections/patterns).
feedback
"combine all todo pages" recurred for the 3rd time (Jul 5, Jul 6, Jul 25) — logged as a NOTE in the changelog, but not promoted to a standing rule since it's a Nishkam-side action (consolidating his own docs), not a triage classification rule. Recommend he specify exact pages/tools next time.
signal
"Genesis - " was truncated/incomplete with no further content — treated as no-op, flagged for Nishkam to clarify if intentional.
exception
New Q1 items surfaced from the email pull: Genesis board Mon Jul 27 (Q2 miss + cap table discrepancy flagged by Ben Jul 24), QBitXforce moat doc (Lalit, unread as of pull), SpartanX SS2 warrant closing-date ask (Newt/Crowell).
exception
New Deals grew 28→29 with QBitXforce added; Pandorian first-call entry dimmed (deep dive already ran, active follow-up now lives in Q2). South x Southie / SUW added to Events (Jul 29, conflicts with the VG-hosted AI Cyber Alliance event same evening — flagged for a priority call).
exception
Suppressed as noise this run: Roslyn scheduling churn, Affinity notification digests, Google Alerts, sbur.com "Founder Decision House" roundtable invite (vendor-adjacent cold pitch), generic newsletters. Opsin unchanged (no new activity, stays off matrix per no-new-activity-this-window read — verify status next run); Xor turndown still open, unchanged.
exception
Notes for next run
Corrections · personal todos · work items to add · things to suppress · anything. Cowork reads this before the next run and sorts it out.